Seven Post Investment Office LP reported 26 positions worth $156.63M for the quarter ended Sep 30, 2026, down 3.7% on the prior quarter. It opened 2 new positions, added to 8, trimmed 3 and exited 1. Its largest holding is Vivmark Residential at 23.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | +13.2K | +680.4% | $4.54M | 3.33% |
| LII Lennox International Inc | +12.0K | +400.0% | $4.26M | 3.4% |
| GLDM World Gold Trust | +36.0K | +45.3% | $2.96M | 6.05% |
| BRK-B Berkshire Hathaway Inc | +1,442 | +8.5% | $718.04K | 5.88% |
| VMRK Vivmark Residential | +8,723 | +1.4% | $530.01K | 23.74% |
| MU Micron Technology Inc | +300 | – | $319.53K | 0.204% |
| MPC Marathon Petroleum Corp | +720 | – | $284.70K | 0.182% |
| PLD Prologis, Inc. | +1,220 | +0.8% | $158.40K | 12.55% |
| ELS Equity Lifestyle Properties Inc | +1,684 | +0.8% | $98.23K | 7.45% |
| EPD Enterprise Products Partners L.P. | +2,482 | +0.8% | $88.38K | 7.04% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| COLD Americold Realty Trust | -566.2K | $8.90M | 5.47% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | VMRK Vivmark Residential | Real Estate | 611.9K | $37.18M | 23.74% | +8,723 | +1.4% | Added | 0.16% |
| 2 | PLD Prologis, Inc. | Real Estate | 151.4K | $19.66M | 12.55% | +1,220 | +0.8% | Added | 0.02% |
| 3 | BRK-A Berkshire Hathaway Inc | Financial Services | 21 | $15.69M | 10.02% | 0 | 0.0% | Unchanged | 0% |
| 4 | ELS Equity Lifestyle Properties Inc | Real Estate | 199.9K | $11.66M | 7.45% | +1,684 | +0.8% | Added | 0.1% |
| 5 | EPD Enterprise Products Partners L.P. | Energy | 309.5K | $11.02M | 7.04% | +2,482 | +0.8% | Added | 0.01% |
| 6 | GLDM World Gold Trust | Others | 115.3K | $9.48M | 6.05% | +36.0K | +45.3% | Added | 0.03% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 18.5K | $9.20M | 5.88% | +1,442 | +8.5% | Added | 0% |
| 8 | PSA Public Storage | Real Estate | 30.8K | $8.71M | 5.56% | 0 | 0.0% | Unchanged | 0.02% |
| 9 | ORCL Oracle Corp | Technology | 56.7K | $7.79M | 4.97% | 0 | 0.0% | Unchanged | 0% |
| 10 | LII Lennox International Inc | Industrials | 15.0K | $5.33M | 3.4% | +12.0K | +400.0% | Added | 0.04% |
| 11 | GOOGL Alphabet Inc. | Technology | 15.1K | $5.21M | 3.33% | +13.2K | +680.4% | Added | 0% |
| 12 | SLV iShares Silver Trust | Others | 85.2K | $4.64M | 2.96% | -39.9K | -31.9% | Reduced | 0.02% |
| 13 | WMB Williams Companies, Inc. | Energy | 61.8K | $4.20M | 2.68% | 0 | 0.0% | Unchanged | 0% |
| 14 | AAPL Apple Inc. | Technology | 5,951 | $1.98M | 1.27% | 0 | 0.0% | Unchanged | 0% |
| 15 | NVDA Nvidia Corp | Technology | 3,820 | $872.41K | 0.557% | -1,273 | -25.0% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Seven Post Investment Office.
As of its Q3 2026 13F filing, Seven Post Investment Office LP’s five largest positions were Vivmark Residential (VMRK) at 23.7%, Prologis, Inc. (PLD) at 12.6%, Berkshire Hathaway Inc (BRK-A) at 10.0%, Equity Lifestyle Properties Inc (ELS) at 7.4%, Enterprise Products Partners L.P. (EPD) at 7.0% of the reported portfolio.
Seven Post Investment Office LP reported a 13F portfolio worth $156.63M across 26 positions for Q3 2026. That is down 3.7% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($4.54M), Lennox International Inc ($4.26M), World Gold Trust ($2.96M). It opened 2 new positions.
Its largest sales by value were Americold Realty Trust ($8.90M), iShares Silver Trust ($2.18M), Nvidia Corp ($290.73K). It exited 1 positions entirely.
From the Form 13F-HR reports Seven Post Investment Office LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.